See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,730 | $60,124-92.1% | $90,404-94.8% | $79,858-94.1% |
| Participation rate | 88.2% | 65.0%+23.3pp | 72.7%+15.6pp | 69.6%+18.6pp |
| Annual return | 18.02% | 71.94%-53.9pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $70 | $2,068-96.6% | $3,262-97.9% | $2,471-97.2% |
| Participant deferral / active EE | $1,657 | $2,938-43.6% | $3,963-58.2% | $3,740-55.7% |
| Admin fee / account holder | $531 | $3,976-86.7% | $5,611-90.5% | $5,306-90.0% |